Mergers and Acquisitions Consultant

We are looking for a M&A Consultant in Schaulmburg, IL

M&A Consultant - Scope of Work (Including but not limited to)

The Consultant shall provide transaction advisory, execution support, diligence coordination, and post-merger integration assistance in connection with the Company’s active acquisition opportunities.

Deliverables:

The Consultant’s deliverables shall include, as applicable:

• Transaction timelines and execution workplans
• Diligence tracker and open-items list
• Weekly transaction status reports
• Executive summary of diligence findings and risks
• Investment and internal approval materials
• Closing readiness checklist
• Post-close integration plan and milestone tracker

1. Transaction Execution

• Coordinate end-to-end deal execution from LOI through closing.
• Develop, manage, and monitor detailed transaction timelines, workplans, diligence trackers, and closing schedules.
• Serve as the primary internal coordination point across legal counsel, tax advisors, accounting teams, lenders, insurance providers, quality of earnings teams, and other internal or external advisors.
• Facilitate transaction meetings, maintain follow-up items, and ensure timely resolution of open issues.
• Partner with the offshore M&A financial analyst team to review financial models, validate assumptions, analyze transaction economics, and support investment decision-making.
• Support preparation of investment memoranda, internal approval materials, management presentations, and transaction summaries for leadership review and decision-making.
• Identify execution risks, bottlenecks, unresolved diligence issues, and key dependencies, and escalate critical matters to Company leadership.

2. Due Diligence Coordination

• Coordinate and manage the diligence process across financial, legal, tax, operational, technology, HR, compliance, and commercial workstreams.
• Prepare, maintain, and regularly update a comprehensive diligence tracker and open-items list to monitor requests, ownership, status, and resolution of diligence matters.
• Coordinate with target-company management, data room administrators, and third-party advisors to obtain required information and documentation in a timely manner.
• Review diligence outputs and summarize key findings, issues, and risks for leadership.
• Work with internal teams and external advisors to track outstanding diligence matters and support risk assessment, purchase price considerations, and transaction decision-making.

3. Reporting and Transaction Management Deliverables

• Prepare and circulate weekly transaction status reports summarizing progress against timeline, diligence updates, key risks, dependencies, critical decisions, and next steps.
• Prepare executive summaries of diligence findings and risks, including key financial, legal, tax, operational, compliance, and integration considerations for leadership review.
• Maintain transaction issue logs, action-item trackers, and decision logs for each active deal.
• Develop and manage a closing readiness checklist covering all required pre-closing deliverables, approvals, financing items, documentation, and advisor inputs necessary to support an efficient closing process.

4. Closing Readiness and Completion Support

• Coordinate all pre-closing workstreams to ensure readiness for closing.
• Track completion of diligence, financing requirements, legal documentation, disclosure schedules, internal approvals, and other closing deliverables.
• Support leadership in assessing close/no-close readiness based on status of open items, key risks, and transaction conditions.
• Assist in final closing coordination with all internal stakeholders and external advisors.

5. Post-Merger Integration & Value Creation

• Lead post-close integration planning and execution to ensure operational, financial, and strategic alignment.
• Develop an integration roadmap with defined workstreams, responsibilities, milestones, and timelines.
• Coordinate integration efforts across operations, finance, technology, HR, compliance, and leadership teams.
• Track integration milestones, synergy realization, and performance against investment objectives.
• Identify integration risks, execution gaps, and cross-functional dependencies, and recommend corrective actions where needed.
• Support leadership in prioritizing and monitoring post-close value creation initiatives.

6. General Support and Advisory

• Provide strategic and execution-related support to Company leadership throughout the transaction lifecycle.
• Assist management in organizing key transaction information, summarizing issues, and preparing materials necessary for informed decision-making.
• Support communication and coordination among all parties involved in the transaction and integration process.